Advisory

Our advisory services provide our clients with forward-thinking strategies and advice from the start-up phase all the way to running and growing their business. It’s important that you focus on your core business of marketing, sales, improving your products and building long-lasting relationships. We give you the support you need to build a strong financial foundation to support your financial health.

Start Up or New Business

Starting a new business is both challenging and exciting. In order for your business to grow, you’ll need sound financial advice that keeps both accounting and tax implications in mind. We can help you get through the beginning stage of your business and give you the accounting support you need early on.

ENTITY SELECTION

We can help you make a well-informed decision and explain how a specific business structure will affect your bottom line. Why is this important? Because it will affect operating efficiency, control, the way you report income, the way you pay taxes and your personal liability.

BUSINESS FORMATION

Once the entity structure is chosen, we assist you with the initial entity formation and help you apply for an EIN for your company. We also help with your Federal and State Tax Registrations.

ACCOUNT SOFTWARE SELECTION AND IMPLEMENTATION

We will help you get started with Quickbooks Online or desktop version and assist with designing a Chart of Accounts tailored to your business. If you choose to do your own accounting, you will be set up to hit the ground running.

NEW BUSINESS CONSULTING

There are many decisions that must be made when you start a new company, and they don’t end with selecting your entity structure and accounting software. You will need an advisor to help you along the way to answer your questions and give you sound advice.

Growing and Running Your Business

Once your company is up and running, we are here to help you navigate the next step in the growth of your company.

BUDGETING AND COST CUTTING

To achieve your short term and long term strategy, you’ll need to set budgets to project your revenues and expenses. This will help you get a better picture of what you need to do to achieve your goals.

CASH FLOW FORECASTING

Cash is what makes your business run. Forecasting your cash flow will help you to predict your annual profits and gives you a clear idea of how you are actually making and spending money.

BROAD-SCOPE BUSINESS STRATEGIES

You have an idea of where you would like your business to go but it may be difficult to implement your goals without having the right financial reports and someone to help guide you through your decision making process. We can assist with your overall business strategy by ensuring that your accounting and tax needs are considered.

PREPARING FOR YOUR FUTURE

Our accounting and Portable CFO services can be tailored to businesses of all sizes, from start-ups to mature organizations. Our tax services will ensure you are compliant with all taxing authorities and help you plan for tax time.